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Bristol-Myers Squibb

2,218 hedge funds and large institutions have $113B invested in Bristol-Myers Squibb in 2019 Q4 according to their latest regulatory filings, with 492 funds opening new positions, 1,219 increasing their positions, 390 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

763% more first-time investments, than exits

New positions opened: 492 | Existing positions closed: 57

213% more repeat investments, than reductions

Existing positions increased: 1,219 | Existing positions reduced: 390

121% more funds holding in top 10

Funds holding in top 10: 48106 (+58)

63% more capital invested

Capital invested by funds: $69.6B → $113B (+$43.5B)

22% more funds holding

Funds holding: 1,8142,218 (+404)

8.53% less ownership

Funds ownership: 83.94%75.42% (-8.5%)

62% less call options, than puts

Call options by funds: $1.84B | Put options by funds: $4.81B

Holders
2,218
Holders Change
+404
Holders Change %
+22.27%
% of All Funds
43.7%
Holding in Top 10
106
Holding in Top 10 Change
+58
Holding in Top 10 Change %
+120.83%
% of All Funds
2.09%
New
492
Increased
1,219
Reduced
390
Closed
57
Calls
$1.84B
Puts
$4.81B
Net Calls
-$2.97B
Net Calls Change
-$2.93B
Name Holding Trade Value Shares
Change
Change in
Stake
QWM
2026
Quaker Wealth Management
New Jersey
$200K +$179K +3,120 New
MFS
2027
Madrona Financial Services
Washington
$200K +$179K +3,121 New
MWA
2028
Meridian Wealth Advisors
Texas
$199K +$178K +3,105 New
BCA
2029
Berman Capital Advisors
Georgia
$198K +$72.2K +1,260 +69%
FCM
2030
Firestone Capital Management
Florida
$196K +$175K +3,047 New
RFA
2031
Reilly Financial Advisors
California
$195K +$60.2K +1,051 +53%
TA
2032
TFG Advisers
Michigan
$195K +$175K +3,047 New
TCM
2033
TD Capital Management
Tennessee
$193K
FCB
2034
First Command Bank
Texas
$192K +$57.1K +997 +50%
FCFS
2035
First Command Financial Services
Texas
$192K +$57.1K +997 +50%
BCM
2036
Blume Capital Management
California
$192K +$57.3K +1,000 +50%
HCA
2037
Horan Capital Advisors
Ohio
$190K -$3.04K -53 -2%
FBT
2038
First Bank & Trust
South Dakota
$190K +$169K +2,953 New
NC
2039
NewSquare Capital
Pennsylvania
$188K +$161K +2,815 +2,559%
RWML
2040
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$185K +$73.7K +1,287 +81%
TF
2041
TimeScale Financial
Massachusetts
$184K +$51.7K +903 +46%
TL
2042
TrueWealth LLC
Georgia
$183K +$32K +558 +24%
JSC
2043
Jackson Square Capital
California
$182K +$163K +2,843 New
OIS
2044
Okabena Investment Services
Minnesota
$180K +$160K +2,800 New
KWM
2045
Keebeck Wealth Management
Illinois
$178K +$160K +2,790 New
ME
2046
McIlrath & Eck
Washington
$176K +$27.9K +488 +22%
LB
2047
Legacy Bridge
Iowa
$176K +$140K +2,438 +813%
SWM
2048
Selective Wealth Management
Virginia
$172K -$6.07K -106 -4%
CA
2049
Crewe Advisors
Utah
$171K +$916 +16 +0.6%
PCFFS
2050
Pacific Center for Financial Services
California
$167K +$286 +5 +0.2%

BMY Hedge Fund Activity: Q4 2019 in Review

2,218 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Bristol-Myers Squibb (BMY) for Q4 2019, worth a combined $113B — up 63% from $69.6B a quarter earlier.

Buyers outnumbered sellers: 492 funds opened new BMY positions and 57 closed out — a net gain of 435 holders — while 1,219 added to existing stakes and 390 trimmed.

The largest buyer was Vanguard Group, adding an estimated $3.46B. The largest seller was Wellington Management Group, cutting an estimated $1.5B.

  • 2,218 institutional investors held Bristol-Myers Squibb (BMY) as of Q4 2019, up from 1,814 in Q3 2019.
  • Funds reported $113B of Bristol-Myers Squibb stock for Q4 2019, up 63% quarter-over-quarter.
  • 492 funds opened new Bristol-Myers Squibb positions in Q4 2019 and 57 closed out, a net change of +435 holders.
  • The largest Bristol-Myers Squibb buyer in Q4 2019 was Vanguard Group, an estimated $3.46B added.
  • The largest Bristol-Myers Squibb seller in Q4 2019 was Wellington Management Group, an estimated $1.5B sold.

Based on aggregated 13F filings for Q4 2019.